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Financial Institutions
FISI

Overview Fund Activity

127 hedge funds and large institutions have $418M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
57
Reduced
40
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K

Top Buyers

1
FL
Fourthstone LLC
Missouri
$21.7M
2
ProShare Advisors
ProShare Advisors
Maryland
$6.07M
3
State Street
State Street
Massachusetts
$13.6M
4
PCA
PL Capital Advisors
Florida
$35M
5
Goldman Sachs
Goldman Sachs
New York
$4.21M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
$346K
2
ACL
Azora Capital LP
Florida
$0
3
American Century Companies
American Century Companies
Missouri
$6.45M
4
ECA
Endeavour Capital Advisors
Connecticut
$0
5
CC
Courier Capital
New York
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$4.45M -$1.18M -45,824 -21%
Goldman Sachs
27
Goldman Sachs
New York
$4.21M +$2.31M +90,088 +122%
Charles Schwab
28
Charles Schwab
California
$4.15M +$28.2K +1,100 +0.7%
BCM
29
Bridgeway Capital Management
Texas
$3.72M +$1.31K +51 +0%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.57M +$22.1K +861 +0.6%
PIP
31
Palisades Investment Partners
California
$3.52M -$31.6K -1,231 -0.9%
MCA
32
Mendon Capital Advisors
Florida
$2.88M +$8.32K +324 +0.3%
BFC
33
Banc Funds Company
Illinois
$2.67M – – –
CRC
34
Curi RMB Capital
Illinois
$2.57M – – –
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.54M +$321K +12,503 +14%
Millennium Management
36
Millennium Management
New York
$2.34M -$1.45M -56,340 -38%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.25M -$467K -18,180 -17%
BAM
38
Bayview Asset Management
Florida
$2.25M +$193K +7,499 +9%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.24M -$255K -9,934 -10%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.06M -$221K -8,600 -10%
First Trust Advisors
41
First Trust Advisors
Illinois
$2M +$145K +5,652 +8%
EF
42
Empowered Funds
Pennsylvania
$1.92M +$1.31K +51 +0.1%
SBH
43
Segall Bryant & Hamill
Illinois
$1.86M -$225K -8,752 -11%
Federated Hermes
44
Federated Hermes
Pennsylvania
$1.78M -$3.83K -149 -0.2%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$1.74M +$1.74M +67,914 New
Ameriprise
46
Ameriprise
Minnesota
$1.68M -$239K -9,318 -12%
TI
47
Trexquant Investment
Connecticut
$1.64M +$1.29M +50,185 +362%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.53M – – –
Bank of America
49
Bank of America
North Carolina
$1.34M +$788K +30,700 +144%
CCM
50
Cutler Capital Management
Massachusetts
$1.23M +$23.1K +900 +2%
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